Purchases and Sales Made in Q1 2024 in Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR) during Q1 2024. The information is specifically focused on institutions that hold shares of MICROSTRATEGY Inc.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
77New |
$34.7K - $148K
|
77
$23.4K
|
|
|
May 08, 2024
Q1 2024
|
Kbc Group Nv
|
BUY
|
- |
76+ 32.07% |
$34.2K - $146K
|
313
$95.2K
|
|
|
May 14, 2024
Q1 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
74New |
$33.3K - $142K
|
74
$22.5K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
74+ 82.22% |
$33.3K - $142K
|
164
$49.9K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
72New |
$32.4K - $138K
|
72
$21.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
65+ 6.58% |
$29.3K - $125K
|
1.05K
$320K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
61New |
$27.5K - $117K
|
61
$18.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
60New |
$27K - $115K
|
60
$18.2K
|
|
|
May 13, 2024
Q1 2024
|
Franchise Capital LTD
Grand Cayman, E9 |
BUY
|
- |
58New |
$26.1K - $111K
|
58
$17.6K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
52New |
$23.4K - $99.8K
|
52
$15.8K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
51+ 9.57% |
$23K - $97.9K
|
584
$178K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
50New |
$22.5K - $96K
|
50
$15.2K
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
49New |
$22.1K - $94K
|
49
$14.9K
|
|
|
May 15, 2024
Q1 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
46New |
$20.7K - $88.3K
|
46
$14K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
45+ 150.0% |
$20.3K - $86.4K
|
75
$22.8K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
42+ 6.19% |
$18.9K - $80.6K
|
720
$219K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
40New |
$18K - $76.8K
|
40
$12.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
40+ 0.44% |
$18K - $76.8K
|
9.15K
$2.78M
|
|
|
May 13, 2024
Q1 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
39+ 1.44% |
$17.6K - $74.8K
|
2.74K
$834K
|
|
|
Apr 02, 2024
Q1 2024
|
Avondale Wealth Management
|
BUY
|
- |
36New |
$16.2K - $69.1K
|
36
$10.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
36+ 1800.0% |
$16.2K - $69.1K
|
38
$11.6K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
35New |
$15.8K - $67.2K
|
35
$10.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
34New |
$15.3K - $65.3K
|
34
$10.3K
|
|
|
May 14, 2024
Q1 2024
|
Close Asset Management LTD
|
BUY
|
- |
33+ 8.27% |
$14.9K - $63.3K
|
432
$131K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
32New |
$14.4K - $61.4K
|
32
$9.73K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
32New |
$14.4K - $61.4K
|
32
$9.73K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
29+ 29.0% |
$13.1K - $55.7K
|
129
$39.2K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
25+ 0.99% |
$11.3K - $48K
|
2.56K
$778K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
25New |
$11.3K - $48K
|
25
$7.6K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
23+ 16.43% |
$10.4K - $44.1K
|
163
$49.6K
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
23+ 57.5% |
$10.4K - $44.1K
|
63
$19.2K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
22+ 1.58% |
$9.9K - $42.2K
|
1.42K
$430K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
20New |
$9K - $38.4K
|
20
$6.08K
|
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
20+ 3.83% |
$9K - $38.4K
|
542
$165K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
19New |
$8.55K - $36.5K
|
19
$5.78K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
17New |
$7.65K - $32.6K
|
17
$5.17K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
15New |
$6.75K - $28.8K
|
15
$4.56K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
14+ 233.33% |
$6.3K - $26.9K
|
20
$6.08K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
13New |
$5.85K - $24.9K
|
13
$3.95K
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
13New |
$5.85K - $24.9K
|
13
$3.95K
|
|
|
May 15, 2024
Q1 2024
|
Virtus Fund Advisers, LLC
Hartford, CT |
BUY
|
- |
12New |
$5.4K - $23K
|
12
$3.65K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
10New |
$4.5K - $19.2K
|
10
$3.04K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
8New |
$3.6K - $15.4K
|
8
$2.43K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
8New |
$3.6K - $15.4K
|
8
$2.43K
|
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
8+ 0.19% |
$3.6K - $15.4K
|
4.28K
$1.3M
|
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
7New |
$3.15K - $13.4K
|
7
$2.13K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7+ 233.33% |
$3.15K - $13.4K
|
10
$3.04K
|
|
|
May 15, 2024
Q1 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
6New |
$2.7K - $11.5K
|
6
$1.82K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
6+ 300.0% |
$2.7K - $11.5K
|
8
$2.43K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
5New |
$2.25K - $9.6K
|
5
$1.52K
|